Investment adviser · CRD 291194
TEAM HEWINS, LLC
Investment adviser filing (IA)
FOSTER CITY, CA, United States · Form ADV filed Jul 22, 2026
- Regulatory AUM
- $3.97B Form ADV · Item 5.F
- Client accounts
- 2,260 Accounts, not individual clients
- Employees
- 29 Reported in this filing
- Advisory professionals
- 21 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 304 | $2,309,399,297 | 58.2% |
| Corporations & businesses | 6 | $760,098,496 | 19.2% |
| Government entities | Fewer than 5 | $567,611,877 | 14.3% |
| Charities | 8 | $140,955,514 | 3.6% |
| Individuals | 247 | $130,259,440 | 3.3% |
| Retirement plans | 9 | $57,746,014 | 1.5% |
Filing source
Form ADV 2121254 · Jul 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
950 TOWER LANE, SUITE 1050FOSTER CITY, CA, 94404, United States
CRD 291194
Filing source
Form ADV 2121254 · Jul 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.